ROM vs VYM

AROM

BVYM

Measures won2–4VYM wins · of 6 · 5Y

$10,000 · 5Y$18,618ROM · VYM $17,002

Lowest cost0.04%VYM · $4 on $10k

Most income2.30%VYM · $230 on $10k

Smallest drop−6.7%VYM · worst fall in 1Y

Held in common11.6%ROM and VYM

ROM

VYM

ProShares - Ultra Technology · $1.1BVanguard High Dividend Yield ETF · $78.9B

+40.5%3 years · per year$27,720 · $17,266+20.0%

+13.2%5 years · per year$18,618 · $17,002+11.2%

0.93%Expense ratio$93 · $4 on $10k · lower wins0.04%

0.04%12-mo yield$4 · $230 on $10k2.30%

−37.3%Worst dropSmaller wins−6.7%

57.2%VolatilityLower wins10.6%

2–4VYM wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsROM · VYM

3.0%AVGO6.9%

1.6%CSCO1.8%

1.1%TXN1.1%

1.0%ORCL1.0%

Held in common11.6%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	−15.9%	+13.7%	+7.5%	+40.5%	+13.2%	−37.3%	$1.1B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AROM	ProShares - Ultra TechnologyRead Desk	0.93%	0.04%	−15.9%	+13.7%	+7.5%	+40.5%	+13.2%	−37.3%	$1.1B
2	BVYM	Vanguard High Dividend Yield ETFRead Desk	0.04%	2.30%	−3.3%	+13.3%	+17.7%	+20.0%	+11.2%	−6.7%	$78.9B
3	VIG	Vanguard Dividend Appreciation ETFRead Desk	0.04%	1.49%	−3.3%	+12.5%	+15.2%	+18.9%	+10.3%	−7.9%	$109.1B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

ROM vs VYM

ROM

ProShares - Ultra Technology

$18,618

VYM

Vanguard High Dividend Yield

$17,002

MeasureROMVYM

Fee0.93%0.04%

Cost on $10k a year$93$4

Yield0.04%2.30%

5 years, per year+13.2%+11.2%

3 years, per year+40.5%+20.0%

Worst drop · 1Y−37.3%−6.7%

Volatility · 1Y57.2%10.6%

4–2measures won
VYM first

11.6%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

DGRO vs VIG

YTD

iSharesDGRO

+17.2%

VIGVanguard

+12.5%

+17.2%Year to date+12.5%

1.9%Yield1.5%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: ROM, VYM, VIG

Today

60.6%most shared, VYM and VIG

ROMVYMVIG

ROM—11.6%23.5%

VYM11.6%—60.6%

VIG23.5%60.6%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$226most kept, VYM

VYM$230 − $4 = $226

VIG$149 − $4 = $145

ROM$4 − $93 = −$89

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee